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Quarterly Letter

First Quarter 2019 Investors Letter

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Davide Accomazzo
09 April 2019

The first quarter of 2019 was a mirror image of the disappointing downward move in December 2018. Markets quickly recovered their footing and indexes are now flirting with new highs.

This reversal of fortune was not just the product of behavioral irrationality, albeit the return of liquidity after the holidays and the usual positive seasonality certainly helped right the ship, but also a quick response to changes – real and perceived – in fundamental factors.

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Fourth Quarter 2018 Investors Letter

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Guido_L
19 December 2018

“It is not certain that everything is uncertain.”

Blaise Pascal

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Third Quarter 2018 Investors Letter

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Davide Accomazzo
03 October 2018

“Good judgment comes from experience, and a lot of that comes from bad judgment.”

Will Rogers

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Second Quarter 2018 Investors Letter

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Davide Accomazzo
06 July 2018

“We cannot solve our problems with the same thinking we used when we created them”

Albert Einstein

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